Franklin is a small Sector BPI portfolio that continues to hold its own when compared to the SPY benchmark. We now have a two-year history with this model for the Franklin. The ITA Sector BPI portfolios (five in total) are of different size, are reviewed at different times, and were launched at different periods so […]
Franklin Sector BPI Portfolio Review: 26 November 2024
Franklin is one of five Sector BPI portfolios with a current holding of one sector ETF, VDE or Energy. This morning I checked the Bullish Percent Indicator for Energy and it is holding steady at 63.63% bullish. When Energy reaches the 70% bullish mark I will place a 3% Trailing Stop Loss Order (TSLO) under […]
Franklin Sector BPI Portfolio Review: 30 December 2024
Franklin is the final scheduled portfolio review for 2024. Instead of a Santa Clause rally we appear to merit only lumps of coal. Is the market “girding its loins” for four years of chaos? As I mentioned some time ago, we are likely to see some buying opportunities in the near future. Several limit orders […]
Franklin Portfolio Review: 31 January 2025
Franklin is the Sector BPI portfolio up for review this last day of January. Of the portfolios I track here on the ITA investment blog, the Sector BPI investing model requires the most attention to details. Even so, it is a rather simple investing approach to portfolio management. At the bottom of this blog are […]
Franklin Sector BPI Portfolio Review: 27 February 2025
Franklin is the next to last portfolio to be review in February. Tomorrow I will update the Bohr and then we are into March. Franklin is one of three Sector BPI portfolios. The other two are Carson and McClintock. This morning I updated all the sector Bullish Percent Indicator data and only the Materials sector […]
Franklin Sector BPI Portfolio Review: 7 March 2025
“Markets can remain irrational a lot longer than you and I can remain solvent.” – John Maynard Keynes This update of the Franklin portfolio is a followup to the Bullish Percent Indicator data published earlier this morning. Technology joins the oversold sectors which now numbers four. When the Individual-1 tariffs are in place expect more […]
Franklin Portfolio Update: 8 April 2025
Stay the course. Stick with the investment plan. That is the advice I am following with the Franklin Sector BPI portfolio in this update. Shares of SHV were sold to raise cash in order to populate the sectors currently in the oversold zone. Today’s strong market is most likely a “dead cat bounce.” Market action […]
Franklin Sector BPI Portfolio Review: 8 May 2025
Franklin is one of three portfolios using the Sector BPI management model. The other two are: Carson and McClintock. The Sector BPI model is not designed for all investors as it requires some tracking and a bit of effort. If looking for simplicity, check out the Schrodinger and Copernicus portfolios. With the sector model we […]
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